secwatch.observer — SEC 8-K summary
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Issuer:     Gevo, Inc. (GEVO)
CIK:        0001392380
Form:       8-K
Filed at:   2026-08-06T20:04:49+00:00
Accession:  0001628280-26-054278
Event type: earnings
Sentiment:  neutral
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Gevo raises FY2026 Adj. EBITDA guidance to >$60M; Q2 net loss includes $176M impairment
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- Q2 revenue $47M; net loss $(177)M ($(0.75)/share) includes $176M non-cash impairment for exiting ATJ-60 project in South Dakota.
- Non-GAAP adjusted net loss $(1)M ($(0.01)/share); Adjusted EBITDA $11M in Q2.
- Full-year 2026 Adjusted EBITDA outlook raised to >$60M (from $30M), supported by Canada CFR pathway and >$70M in 45Z tax credits.
- Low-carbon ethanol production 16.3M gallons in Q2 (vs 16.8M YoY) due to planned maintenance; RNG production 95,939 MMBtu.
- Debottlenecking at Gevo North Dakota on track to increase ethanol capacity ~10-15% starting 2027; expansion to 150M gallons/year targeted for 2028.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1392380/000162828026054278/0001628280-26-054278-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1392380/000162828026054278/gevo-20260806.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-054278

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer